SWS
SYSTM Wealth Solutions’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,121
| Closed | -$1.02M | – | 821 |
|
|
2024
Q1 | $1.02M | Buy |
10,121
+1,832
| +22% | +$184K | 0.13% | 195 |
|
|
2023
Q4 | $687K | Sell |
8,289
-163
| -2% | -$13.5K | 0.1% | 240 |
|
|
2023
Q3 | $521K | Sell |
8,452
-873
| -9% | -$53.8K | 0.08% | 281 |
|
|
2023
Q2 | $522K | Buy |
9,325
+127
| +1% | +$7.11K | 0.07% | 308 |
|
|
2023
Q1 | $483K | Sell |
9,198
-21,609
| -70% | -$1.13M | 0.07% | 299 |
|
|
2022
Q4 | $1.43M | Buy |
+30,807
| New | +$1.43M | 0.18% | 160 |
|